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Highland Global mf closed and mf open shares owned by Lake Point Wealth Management

Quarter-by-quarter ownership of Highland Global mf closed and mf open (HGLB) shares owned by Lake Point Wealth Management from 13F filings

Historical chart of Lake Point Wealth Management investment in Highland Global mf closed and mf open

Tip: Access up to 7 years of quarterly data

All positions including Highland Global mf closed and mf open held by Lake Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Highland Global mf closed and mf open by Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $2.0k 200 10.00
2022-03-31 $2.0k 200 10.00
2021-12-31 $2.0k 200 10.00
2021-09-30 $2.0k 200 10.00

More positions owned by Lake Point Wealth Management

Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Active Bd Etf (BOND)
Procter & Gamble Company (PG)

View all positions for Lake Point Wealth Management

Top funds holding Highland Global mf closed and mf open

Raymond James & Associates
Shaker Financial Services
Deschutes Portfolio Strategy
Advisor Group Holdings
CNH Partners
Landscape Capital Management
Sovereign Financial Group
Private Advisor
Highland Capital Management Fund Advisors
Bank Of Oklahoma National Association /
UBS Group
Cambridge Investment Research Advisors
Capital Investment Advisors
Principal Securities
Royal Bank of Canada

View all funds holding Highland Global mf closed and mf open